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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (140)	10/2/1998 7:45:00 PM
From: rich evans	Read Replies (1) \| Respond to of 10675

>All this means that if the banking system in Japan collapses, in addition to the standard category 3 hurricanes that it will unleash on the stock markets around the world, our remaining safe haven, the U.S. T-bills, may prove to be quite unsafe as the may get repatriated back to Japan. Which will bring about a whole set of other problems. The obvious thing to do in such a case is to short every money center bank and major brokerage firm. I am all ears as to suggestions for what else to short or long and what pair trades will provide the best hedge returns.< Overcapacity in SEA and Japan means to me that the trade deficit will continue as will deflationary pressures. T bills will continue to sop up the excess dollars held by foreigners or Bank of Japan etc. Japan can print yen and inflate . I don't see them selling their US T Bills and exchanging for yen on any net level. Rich